Compare Schemes

Edelweiss - Alternative Equity Scheme vs SMART HORIZON OPPORTUNITY FUND

Edelweiss - Alternative Equity Scheme

SMART HORIZON OPPORTUNITY FUND

Add Scheme

Growth of ₹1 Crore

Edelweiss - Alternative Equity Scheme

SMART HORIZON OPPORTUNITY FUND

Return for the risk

3 yrs return

10%

15%

NIFTY 50 Total Return Index · 8.6%

Edelweiss - Alternative Equity Scheme

4.3% • vol 12.5%

10%

20%

Volatility • 3 yrs deviation

1 Month

2.92%

0.90%

6 Months

2.92%

26.80%

1 Year

0.27%

21.10%

3 Years

4.32%

—

5 Years

0.83%

—

Since Inception

10.80%

19.10%

Fund Age

11 yrs 11 mo

10 mo

AUM

₹58.25 Cr

—

Alpha – 1 Year

0.70%

15.90%

Alpha – 3 Years

−4.24%

—

Information Ratio – 3 Years

-0.56

—

Volatility – 1 Year

15.19%

—

Volatility – 3 Years

12.47%

—

Beta – 1 Year

0.85

—

Beta – 3 Years

0.77

—

Sharpe Ratio – 1 Year

-0.27

—

Sharpe Ratio – 3 Years

-0.03

—

Worst Rolling Year

-0.09%

—

Value at Worst Rolling Year

₹1.00 Cr

—

Deepest Drawdown

−19.54%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

94.46%

—

Median Rolling Year

8.54%

—

5-Year Rolling Windows Positive

100.00%

—

Market-Cap Mix

—

S 96%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

NSE Ltd · 10.95%

ICICI Lombard General Insurance Company Ltd · 5.46%

Maruti Suzuki India Ltd · 5.41%

Asian Paints Ltd · 5.32%

Axis Bank Ltd · 5.31%

—

Top Sectors

—

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.